America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 28
2026 ADVISOR-FRIENDLY TRUST COMPANIES
INDEPENDENT
TRUST
COMPANY
Robert Armstrong
President
ITC (Independent Trust Company)
PO Box 3270, Rapid City, SD 57709
www.independenttrust.com
ITC was established to eliminate conflicts of interest by putting
independence at the forefront of everything we do. The financial
advisors we work with enjoy the security of knowing ITC doesn’t
offer investment products or services and as such, will never be a
competitor to financial advisors who refer business to us.
Effective financial advisors have built relationships over decades
and are trusted advisors to the families they serve. ITC can help
financial advisors recognize life-changing client events and capture
opportunities to acquire or retain trust business. Handled properly,
these are opportunities for advisors to add value.
Our model is straightforward
and scalable. Simply put,
Independent Trust Company of
America strives to be the best
independent provider of trust
services in the United States.
We look forward to working
with you and your clients to
provide a superior experience.
We have invested heavily in
our people and infrastructure
through the years to create
a world-class trust service
platform, no matter the
challenges.
Thanks to the support
of financial advisors in
our network, our business
is stronger than ever. As
economic challenges loom, we
believe that it’s more important
than ever to align with strong
partners to strengthen your
business model and weather
the storm. Trust services,
when proactively positioned,
can help strengthen your
relationships with clients
and organically grow your
business.
ITC’s proven business model centers around delegation of asset
management as generally outlined in the Uniform Prudent Investor
Act. The Uniform Prudent Investor Act establishes standards for
prudent trust investment.
We work with qualified financial advisors to preserve relationships
with trust families by helping them stay involved with their clients
as wealth passes to the next generation, assuring that investments
are in compliance with the family’s trust document and meet the
beneficiary’s needs.
This alignment of interests allows everyone to operate within their
scope of expertise. Financial advisors don’t have to be trust pros or
carry licensing to manage a trust because we’re the ones focused
on the management of the trust.
STR AT E G I C F E AT U R E S
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH CLIENTS
PHILANTHROPIC ESTATE
PLANNING
RETIREMENT ASSET
ESTATE PLANNING
CREATION OF ASSET
PROTECTION TRUSTS
SPECIAL NEEDS TRUST
FORMATION
CROSS-BORDER ESTATE
PLANNING*
ESTATE PLANNING FOR
BLENDED FAMILIES
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
ESTATE PLANNING FOR HIGHNET-WORTH INDIVIDUALS
SUSTAINABLE ESTATE
PLANNING
FOUNDATIONAL ESTATE
PLANNING
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
U.S. ESTATE AND TAX
PLANNING FOR
NONRESIDENT ALIENS
*Case-by-case basis.
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New business contacts:
Kaleb Coleman,
Business Development
Mark Mabry,
Business Development
Phone: (855) 758-7878
Tracy Zepeda,
Director of Sales
Phone: (951) 716-2410
Email: contact@itcoa.com
Website: www.independenttrust.com
CONTACT
States chartered/licensed
in: South Dakota
Average account size:
$2.3 million
Total assets (AUA): $3 billion
Custodians supported:
Works with all
Number of relationships
with advisors: 3,000
Fees
Annual minimum fee: $7,500
We believe every trust
deserves pricing as unique
as it is. That’s why ours is
both personalized and highly
competitive.
Number of in-house
experts: 10
Trust accounting system:
In House Developed
Proprietary Software (Trust
Manager)
Supports directed
trusts: Yes
Supports delegated
trusts: Yes
Typical timeframe for
acceptance of new trust:
72 hours
Marketing support
includes: Brochures,
face-to-face meetings with
advisors and clients, CE
credit education programs,
client-facing educational
webinars, and consultations
with internal trust experts
